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Millstone Evans Group

Latest statistics and disclosures from Millstone Evans Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, MSFT, BRK.B, ORCL, and represent 28.51% of Millstone Evans Group's stock portfolio.
Added to shares of these 10 stocks: FNDX, VYMI, MSFT, VOO, SCHP, VYM, VB, GLDM, FNDF, AGG.
Started 46 new stock positions in CRWV, FTCI, VOE, SOLS, PSKY, PBD, IYW, LCID, SHYG, SCHP.
Reduced shares in these 10 stocks: GOOG, GOOGL, Unilever, WRN, RJF, CWS, IYK, BABA, OBDC, BRK.B.
Sold out of its positions in AQN, ASH, AVTR, TECH, BAH, GPK, HLNE, IPG, IYK, SMMV. Liberty Media Corp-Liberty Live, NVAX, OBDC, PBH, PSEC, SOL, TPICQ, TYG, Total, Unilever, ZIMV, CLVT, MURA.
Millstone Evans Group was a net buyer of stock by $10M.
Millstone Evans Group has $170M in assets under management (AUM), dropping by 7.98%.
Central Index Key (CIK): 0002041943

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Portfolio Holdings for Millstone Evans Group

Millstone Evans Group holds 857 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Millstone Evans Group has 857 total positions. Only the first 250 positions are shown.

Sign up to view all of the Millstone Evans Group Dec. 31, 2025 positions
Download the Millstone Evans Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	9.1	$15M		57k	271.86	View chart
NVIDIA Corporation (NVDA)	8.9	$15M		81k	186.50	View chart
Microsoft Corporation (MSFT)	4.9	$8.4M	+10%	17k	483.63	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	3.2	$5.4M		11k	502.65	View chart
Oracle Corporation (ORCL)	2.5	$4.2M	+7%	22k	194.91	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	2.3	$4.0M	-3%	13k	313.80	View chart
JPMorgan Chase & Co. (JPM)	2.1	$3.6M		11k	322.22	View chart
Ishares Tr Rus Mdcp Val Etf Rus Mdcp Val Etf (IWS)	1.9	$3.2M	+7%	23k	141.05	View chart
Ishares Tr Mrgstr Md Cp Val Mrgstr Md Cp Val (IMCV)	1.9	$3.2M	+6%	38k	82.34	View chart
Raymond James Financial (RJF)	1.8	$3.1M	-2%	19k	160.59	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	1.6	$2.7M	-4%	8.7k	313.00	View chart
Amazon (AMZN)	1.5	$2.6M	+12%	11k	230.82	View chart
Johnson & Johnson (JNJ)	1.2	$2.1M	+2%	10k	206.95	View chart
International Business Machines (IBM)	1.1	$1.9M	+4%	6.5k	296.19	View chart
Lincoln Electric Holdings (LECO)	1.1	$1.9M		8.1k	239.64	View chart
First Trust North American Energy Infrastructure Fund No Amer Energy (EMLP)	1.0	$1.8M		47k	37.87	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	1.0	$1.8M	+51%	2.8k	627.13	View chart
Thermo Fisher Scientific (TMO)	1.0	$1.7M		3.0k	579.45	View chart
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)	1.0	$1.6M		2.7k	603.28	View chart
Ge Aerospace Com New (GE)	1.0	$1.6M		5.3k	308.03	View chart
Merck & Co (MRK)	0.8	$1.4M	+6%	14k	105.26	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.8	$1.3M		1.9k	681.92	View chart
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)	0.7	$1.2M	+272%	14k	90.00	View chart
Eli Lilly & Co. (LLY)	0.7	$1.2M		1.1k	1074.68	View chart
Waters Corporation (WAT)	0.7	$1.2M		3.1k	379.83	View chart
Schwab Fundamental U.s. Large Company Etf Fundamental Us L (FNDX)	0.7	$1.2M	NEW	43k	27.21	View chart
Tcw Transform Systems Etf Transform System (PWRD)	0.6	$1.0M		11k	96.16	View chart
Starbucks Corporation (SBUX)	0.6	$997k	+7%	12k	84.21	View chart
Procter & Gamble Company (PG)	0.6	$984k		6.9k	143.31	View chart
Norfolk Southern (NSC)	0.6	$961k		3.3k	288.72	View chart
Automatic Data Processing (ADP)	0.6	$959k	+5%	3.7k	257.20	View chart
Dimensional U.s. Core Equity 2 Etf Us Core Equity 2 (DFAC)	0.5	$928k		23k	39.59	View chart
Visa Incorporated Com Class A Com Cl A (V)	0.5	$873k		2.5k	350.71	View chart
American Express Company (AXP)	0.5	$866k	-3%	2.3k	369.95	View chart
Ge Vernova (GEV)	0.5	$859k		1.3k	653.57	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.5	$849k	+2%	3.4k	246.16	View chart
3M Company (MMM)	0.5	$829k		5.2k	160.10	View chart
Costco Wholesale Corporation (COST)	0.5	$800k		928.00	862.34	View chart
Cisco Systems (CSCO)	0.5	$785k		10k	77.03	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.4	$744k	+163%	5.2k	143.52	View chart
Bank of America Corporation (BAC)	0.4	$734k	+8%	13k	55.00	View chart
Pacer Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)	0.4	$733k		12k	60.17	View chart
Pepsi (PEP)	0.4	$730k	-5%	5.1k	143.52	View chart
Abbvie (ABBV)	0.4	$694k	+13%	3.0k	228.49	View chart
Western Copper And Gold Cor (WRN)	0.4	$691k	-10%	259k	2.67	View chart
PNC Financial Services (PNC)	0.4	$658k		3.2k	208.73	View chart
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)	0.4	$656k	+6%	1.4k	473.30	View chart
salesforce (CRM)	0.4	$654k	+3%	2.5k	264.91	View chart
Pacer Us Small Cap Cash Cows Etf Us Small Cap Cas (CALF)	0.4	$649k	-6%	15k	44.37	View chart
Chevron Corporation (CVX)	0.4	$631k	+16%	4.1k	152.39	View chart
Stryker Corporation (SYK)	0.4	$630k	+16%	1.8k	351.47	View chart
Exxon Mobil Corporation (XOM)	0.3	$582k		4.8k	120.34	View chart
Vanguard Esg U.s. Stock Etf Esg Us Stk Etf (ESGV)	0.3	$576k	+57%	4.8k	120.96	View chart
At&t (T)	0.3	$576k		23k	24.84	View chart
Advisorshares Focused Equity Etf Advisorshs Etf (CWS)	0.3	$565k	-11%	8.2k	68.73	View chart
Wal-Mart Stores (WMT)	0.3	$565k	-2%	5.1k	111.41	View chart
World Gold Tr Spdr Gold Minishares Tr Spdr Gld Minis (GLDM)	0.3	$555k	+142%	6.5k	85.37	View chart
First Trust Nasdaq Rising Dividend Achievers Risng Divd Achiv (RDVY)	0.3	$528k		7.6k	69.47	View chart
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	0.3	$526k		2.7k	191.55	View chart
United Bankshares (UBSI)	0.3	$512k		13k	38.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$484k	-5%	1.6k	303.89	View chart
State Street Health Care Select Sector Spdr Etf State Street Hea (XLV)	0.3	$479k		3.1k	154.80	View chart
Schwab U.s. Tips Etf Us Tips Etf (SCHP)	0.3	$470k	NEW	18k	26.49	View chart
Corning Incorporated (GLW)	0.3	$466k		5.3k	87.56	View chart
Flex Limited Ord Ord (FLEX)	0.3	$461k		7.6k	60.42	View chart
Verizon Communications (VZ)	0.3	$461k	-3%	11k	40.73	View chart
Medtronic SHS (MDT)	0.3	$459k	+33%	4.8k	96.06	View chart
McDonald's Corporation (MCD)	0.3	$457k		1.5k	305.63	View chart
Dimensional Us Core Equity 1 Etf Us Core Equity 1 (DCOR)	0.3	$434k	-7%	5.9k	73.63	View chart
Vanguard Total International Stock Etf Vg Tl Intl Stk F (VXUS)	0.3	$432k	+68%	5.7k	75.44	View chart
Kenvue (KVUE)	0.3	$432k		25k	17.25	View chart
Jpmorgan Ultra-short Income Etf Ultra Shrt Etf (JPST)	0.3	$428k		8.5k	50.59	View chart
Novartis Sponsored Adr (NVS)	0.3	$428k		3.1k	137.87	View chart
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)	0.3	$426k	+25%	6.5k	66.00	View chart
Home Depot (HD)	0.2	$417k		1.2k	344.10	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.2	$414k	+135%	1.9k	219.78	View chart
Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)	0.2	$410k		12k	34.46	View chart
Johnson Controls International SHS (JCI)	0.2	$410k	+2%	3.4k	119.75	View chart
Emerson Electric (EMR)	0.2	$403k	+74%	3.0k	132.72	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.2	$402k	+88%	15k	27.43	View chart
Comcast Corp New Class A Cl A (CMCSA)	0.2	$391k	+3%	13k	29.89	View chart
Vanguard Small-cap Etf Small Cp Etf (VB)	0.2	$389k	+1187%	1.5k	257.95	View chart
Booking Holdings (BKNG)	0.2	$380k		71.00	5355.32	View chart
Mastercard Incorporated Class A Cl A (MA)	0.2	$372k	+3%	651.00	571.08	View chart
Union Pacific Corporation (UNP)	0.2	$358k	-11%	1.5k	231.32	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.2	$357k	+16%	732.00	487.86	View chart
Walt Disney Company (DIS)	0.2	$351k	+25%	3.1k	113.76	View chart
Deere & Company (DE)	0.2	$344k		739.00	465.57	View chart
State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.2	$335k		6.1k	54.77	View chart
Target Corporation (TGT)	0.2	$334k	-2%	3.4k	97.75	View chart
Schwab Fundamental International Equity Etf Fundamental Intl (FNDF)	0.2	$325k	NEW	7.2k	45.21	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.2	$324k	+338%	6.0k	53.76	View chart
ICF International (ICFI)	0.2	$320k		3.8k	85.30	View chart
Sherwin-Williams Company (SHW)	0.2	$320k		987.00	324.03	View chart
First Busey Corporation Com New (BUSE)	0.2	$318k		13k	23.79	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.2	$317k	+208%	3.5k	89.46	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$316k	-19%	2.2k	146.58	View chart
Bristol Myers Squibb (BMY)	0.2	$310k	-9%	5.7k	53.94	View chart
Ishares Tr U.s. Finls Etf U.s. Finls Etf (IYF)	0.2	$305k		2.4k	128.93	View chart
Ishares Tr Core Us Aggbd Et Core Us Aggbd Et (AGG)	0.2	$302k	+14304%	3.0k	99.88	View chart
Invesco Bloomberg Analyst Rating Improvers Etf Bloomberg Analys (UPGD)	0.2	$302k	-7%	4.1k	73.99	View chart
Abbott Laboratories (ABT)	0.2	$301k	+16%	2.4k	125.29	View chart
Tcw Transform Supply Chain Etf Transform Supply (SUPP)	0.2	$299k		4.3k	69.86	View chart
Air Products & Chemicals (APD)	0.2	$295k	-4%	1.2k	247.02	View chart
Allstate Corporation (ALL)	0.2	$294k		1.4k	208.15	View chart
Goldman Sachs (GS)	0.2	$286k	-2%	325.00	879.00	View chart
Eaton Corporation SHS (ETN)	0.2	$283k		888.00	318.51	View chart
Cummins (CMI)	0.2	$277k		543.00	510.45	View chart
Advanced Micro Devices (AMD)	0.2	$275k		1.3k	214.16	View chart
Analog Devices (ADI)	0.2	$270k		995.00	271.20	View chart
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)	0.2	$266k		5.3k	50.58	View chart
Trex Company (TREX)	0.2	$263k		7.5k	35.08	View chart
Badger Meter (BMI)	0.2	$260k		1.5k	174.41	View chart
Ishares Tr Core 60/40 Balan Core 60/40 Balan (AOR)	0.2	$255k		3.9k	65.01	View chart
Trane Technologies SHS (TT)	0.1	$246k		632.00	389.20	View chart
Oakmark U.s. Large Cap Etf Oakmark U S Lrg (OAKM)	0.1	$243k	NEW	8.6k	28.36	View chart
Qualcomm (QCOM)	0.1	$241k	+5%	1.4k	171.05	View chart
UnitedHealth (UNH)	0.1	$238k		721.00	330.11	View chart
S&p Global (SPGI)	0.1	$238k		454.00	523.12	View chart
Darden Restaurants (DRI)	0.1	$237k	+63%	1.3k	184.02	View chart
Invesco Water Resources Etf Water Res Etf (PHO)	0.1	$233k		3.3k	70.41	View chart
Marsh & McLennan Companies	0.1	$232k	-5%	1.3k	185.52	View chart
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)	0.1	$229k		1.1k	204.85	View chart
Vanguard Value Etf Value Etf (VTV)	0.1	$229k	+3%	1.2k	190.99	View chart
Waste Management (WM)	0.1	$228k		1.0k	219.71	View chart
Vanguard Ftse Europe Etf Ftse Europe Etf (VGK)	0.1	$228k	+58%	2.7k	83.61	View chart
Netflix (NFLX)	0.1	$227k	+1134%	2.4k	93.76	View chart
Ishares Tr Us Industrials Us Industrials (IYJ)	0.1	$222k		1.5k	148.17	View chart
Invesco Global Water Resources Etf Global Water (PIO)	0.1	$222k		5.0k	44.15	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$222k	-17%	560.00	396.31	View chart
Itron (ITRI)	0.1	$219k	+2%	2.4k	92.86	View chart
eBay (EBAY)	0.1	$219k		2.5k	87.10	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.1	$219k	+20%	1.0k	210.34	View chart
Amgen (AMGN)	0.1	$218k		666.00	327.31	View chart
Dimensional Core Fixed Income Etf Core Fixed Incom (DFCF)	0.1	$214k		5.0k	42.56	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.1	$212k	+1306%	633.00	335.27	View chart
Iqvia Holdings (IQV)	0.1	$210k	-8%	933.00	225.41	View chart
Pimco Intermediate Muni Bond Active Exchange-traded Fund Inter Mun Bd Act (MUNI)	0.1	$210k		4.0k	52.41	View chart
Hershey Company (HSY)	0.1	$208k		1.1k	182.03	View chart
Vanguard Communication Services Etf Comm Srvc Etf (VOX)	0.1	$200k		1.0k	193.63	View chart
AmerisourceBergen (COR)	0.1	$197k		584.00	337.75	View chart
Hca Holdings (HCA)	0.1	$196k		419.00	466.86	View chart
Intel Corporation (INTC)	0.1	$195k	+51%	5.3k	36.90	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.1	$193k		763.00	252.92	View chart
Morgan Stanley Com New (MS)	0.1	$192k		1.1k	177.53	View chart
Ishares Tr Global Energ Etf Global Energ Etf (IXC)	0.1	$190k		4.5k	41.93	View chart
Innovator U.s. Equity Power Buffer Etf - March Us Eqty Pwr Buf (PMAR)	0.1	$190k		4.2k	44.94	View chart
Cullen Enhanced Equity Income Etf Cullen Enhanced (DIVP)	0.1	$190k		7.5k	25.38	View chart
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	0.1	$188k		274.00	684.94	View chart
Sprouts Fmrs Mkt (SFM)	0.1	$187k		2.4k	79.67	View chart
Dimensional Short-duration Fixed Income Etf Short Duration F (DFSD)	0.1	$187k	-9%	3.9k	47.95	View chart
Invesco Msci Sustainable Future Etf Invesco Msci (ERTH)	0.1	$186k		4.0k	47.18	View chart
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)	0.1	$186k		1.9k	96.27	View chart
Nextera Energy (NEE)	0.1	$183k		2.3k	80.28	View chart
Broadcom (AVGO)	0.1	$181k		524.00	346.10	View chart
Nuveen Esg U.s. Aggregate Bond Etf Nuveen Esg Us (NUBD)	0.1	$181k	+84%	8.1k	22.35	View chart
Ishares Tr Rus 1000 Etf Rus 1000 Etf (IWB)	0.1	$179k		478.00	373.44	View chart
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)	0.1	$178k	-8%	1.2k	148.69	View chart
Coca-Cola Company (KO)	0.1	$177k	+38%	2.5k	69.91	View chart
Steris Plc Shs Usd Shs Usd (STE)	0.1	$171k	-10%	674.00	253.52	View chart
General Mills (GIS)	0.1	$169k	-10%	3.6k	46.50	View chart
Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)	0.1	$168k	+6%	1.8k	94.16	View chart
Tcw Transform 500 Etf Transfrm 500 Etf (VOTE)	0.1	$166k		2.1k	80.22	View chart
Howmet Aerospace (HWM)	0.1	$164k		800.00	205.02	View chart
Citigroup Incorporated Com New (C)	0.1	$164k		1.4k	116.69	View chart
Vaneck Junior Gold Miners Etf Junior Gold Mine (GDXJ)	0.1	$160k		1.4k	113.78	View chart
Davis Select Financial Etf Select Finl (DFNL)	0.1	$160k		3.3k	48.33	View chart
General Motors Company (GM)	0.1	$157k		1.9k	81.32	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$156k		3.5k	44.50	View chart
Paypal Holdings (PYPL)	0.1	$155k		2.7k	58.38	View chart
Pfizer (PFE)	0.1	$154k	+4%	6.2k	24.90	View chart
Ishares Tr S&p 500 Val Etf S&p 500 Val Etf (IVE)	0.1	$152k		715.00	212.07	View chart
Xcel Energy (XEL)	0.1	$152k	+15%	2.1k	73.85	View chart
Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)	0.1	$151k	-4%	4.6k	33.08	View chart
Wabtec Corporation (WAB)	0.1	$149k		699.00	213.45	View chart
Marriott International Incorporated New Class A Cl A (MAR)	0.1	$149k		480.00	310.24	View chart
WESCO International (WCC)	0.1	$148k		605.00	244.64	View chart
Invesco Biotechnology & Genome Etf Biotechnology (PBE)	0.1	$146k		1.8k	82.15	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.1	$146k		2.6k	57.24	View chart
First Trust Water Etf Wtr Etf (FIW)	0.1	$145k		1.3k	108.64	View chart
Crown Castle Intl (CCI)	0.1	$144k		1.6k	88.87	View chart
IPG Photonics Corporation (IPGP)	0.1	$143k		2.0k	71.60	View chart
Colgate-Palmolive Company (CL)	0.1	$143k		1.8k	79.02	View chart
Sprott Asset Management Lp Physical Silver Physical Silver (PSLV)	0.1	$142k		6.0k	23.65	View chart
Dimensional Global Ex Us Core Fixed Income Etf Global Ex Us Cor (DFGX)	0.1	$141k	-9%	2.7k	52.64	View chart
Targa Res Corp (TRGP)	0.1	$140k		761.00	184.50	View chart
Ge Healthcare Technologies Incorporated Common Stock (GEHC)	0.1	$140k		1.7k	82.02	View chart
Astoria Real Assets Etf Astoria Real (PPI)	0.1	$139k		7.4k	18.63	View chart
KB Home (KBH)	0.1	$138k		2.5k	56.41	View chart
Vanguard Tax-exempt Bond Etf Tax Exempt Bd (VTEB)	0.1	$136k	+138%	2.7k	50.29	View chart
Nyli Mackay Muni Insured Etf Nyli Mackay Muni (MMIN)	0.1	$136k		5.7k	23.94	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$134k		178.00	753.78	View chart
Vanguard Mid-cap Etf Mid Cap Etf (VO)	0.1	$134k	+10%	461.00	290.22	View chart
Xylem (XYL)	0.1	$133k	+7%	973.00	136.21	View chart
Jpmorgan Ultra-short Municipal Income Etf Ultra Sht Muncpl (JMST)	0.1	$132k		2.6k	50.94	View chart
Ishares Tr Esg Select Scre Esg Select Scre (XVV)	0.1	$128k		2.4k	52.70	View chart
Stance Sustainable Beta Etf Stance Sustainab (CHGX)	0.1	$128k		4.7k	27.19	View chart
FedEx Corporation (FDX)	0.1	$126k		437.00	288.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$126k	+66%	817.00	154.14	View chart
Interface (TILE)	0.1	$124k		4.5k	27.92	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Hedged Equity La (HELO)	0.1	$124k		1.9k	66.43	View chart
Pulte (PHM)	0.1	$124k		1.1k	117.26	View chart
Truist Financial Corp equities (TFC)	0.1	$122k		2.5k	49.21	View chart
American Tower Reit (AMT)	0.1	$122k		694.00	175.57	View chart
Loews Corporation (L)	0.1	$122k		1.2k	105.31	View chart
Nuveen Esg Small-cap Etf Nuveen Esg Smlcp (NUSC)	0.1	$121k	+32%	2.7k	44.65	View chart
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)	0.1	$121k	+190%	910.00	132.37	View chart
Southern Company (SO)	0.1	$120k		1.4k	87.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$119k	+41%	194.00	614.31	View chart
Schwab Fundamental Emerging Markets Equity Etf Fundamental Emer (FNDE)	0.1	$119k	NEW	3.3k	36.06	View chart
Toyota Motor Corporation Ads Ads (TM)	0.1	$117k		547.00	214.06	View chart
Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)	0.1	$116k	+35%	385.00	302.11	View chart
O'reilly Automotive (ORLY)	0.1	$116k		1.3k	91.21	View chart
Nextpower Incorporated Class A Class A Com (NXT)	0.1	$116k		1.3k	87.11	View chart
Charles Schwab Corporation (SCHW)	0.1	$116k		1.2k	99.91	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.1	$113k		1.1k	103.56	View chart
Ishares Tr S&p 100 Etf S&p 100 Etf (OEF)	0.1	$113k		328.00	342.97	View chart
Wells Fargo & Company (WFC)	0.1	$112k	-10%	1.2k	93.20	View chart
Vanguard Financials Etf Financials Etf (VFH)	0.1	$111k		834.00	133.49	View chart
Dimensional Gloabl Credit Etf Global Cr Etf (DGCB)	0.1	$108k	-2%	2.0k	54.24	View chart
Texas Instruments Incorporated (TXN)	0.1	$108k		622.00	173.49	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$105k		6.0k	17.35	View chart
Cigna Corp (CI)	0.1	$104k	-3%	378.00	275.23	View chart
Ishares Esg Optimized Msci Usa Etf Esg Optimized (SUSA)	0.1	$102k		731.00	139.34	View chart
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)	0.1	$102k		1.1k	96.03	View chart
Hldgs (UAL)	0.1	$101k		900.00	111.82	View chart
Danaher Corporation (DHR)	0.1	$100k		438.00	228.92	View chart
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ)	0.1	$99k		753.00	131.59	View chart
Capital One Financial (COF)	0.1	$99k		407.00	242.36	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.1	$98k	+8%	1.0k	96.30	View chart
California Water Service (CWT)	0.1	$98k		2.3k	43.33	View chart
Equinix (EQIX)	0.1	$97k		127.00	766.16	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$97k		6.3k	15.34	View chart
Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)	0.1	$97k	NEW	546.00	177.37	View chart
BP Sponsored Adr (BP)	0.1	$97k		2.8k	34.73	View chart
Lam Research Corporation Com New (LRCX)	0.1	$96k		560.00	171.18	View chart
Hexcel Corporation (HXL)	0.1	$96k		1.3k	73.90	View chart
Pembina Pipeline Corp (PBA)	0.1	$95k		2.5k	38.06	View chart
Caterpillar (CAT)	0.1	$95k	+23%	166.00	572.87	View chart
Uber Technologies (UBER)	0.1	$95k		1.2k	81.71	View chart
Ishares Tr U.s. Fin Svc Etf U.s. Fin Svc Etf (IYG)	0.1	$94k		1.0k	92.25	View chart
Nuveen Esg Large-cap Value Etf Nuveen Esg Lrgvl (NULV)	0.1	$93k	+41%	2.1k	45.05	View chart
United Therapeutics Corporation (UTHR)	0.1	$93k		190.00	487.25	View chart
Altria (MO)	0.1	$92k		1.6k	57.66	View chart
Ishares Tr U.s. Tech Etf U.s. Tech Etf (IYW)	0.1	$90k	NEW	450.00	199.68	View chart
Archer Daniels Midland Company (ADM)	0.1	$89k	+3%	1.6k	57.49	View chart
Church & Dwight (CHD)	0.1	$89k		1.1k	83.85	View chart
Vanguard Short-term Bond Etf Short Trm Bond (BSV)	0.1	$88k	+26%	1.1k	78.81	View chart
Constellation Energy (CEG)	0.1	$88k		250.00	353.27	View chart
State Street Corporation (STT)	0.1	$87k	-11%	675.00	129.01	View chart

Past Filings by Millstone Evans Group

SEC 13F filings are viewable for Millstone Evans Group going back to 2025

Millstone Evans Group 2025 Q4 filed Feb. 2, 2026
Millstone Evans Group 2025 Q3 filed Oct. 30, 2025
Millstone Evans Group 2025 Q2 filed Aug. 13, 2025
Millstone Evans Group 2025 Q1 filed May 5, 2025

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